Who owns SIMPLIFY EXCHANGE TRADED FUN?
- Ticker: TUA
- CUSIP Number: 82889n657
Tip: Access positions for across all investors
Analyze quarterly positions in Simplify Exchange Traded Fun with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Simplify Exchange Traded Fun stock
Who bought or sold SIMPLIFY EXCHANGE TRADED FUN this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Hollencrest Securities | 2.4M | $55M | 89% | Sep 2024 |
|
| Ferguson Shapiro | 1.4M | $33M | -1% | Sep 2024 |
|
| AE Wealth Management | 1.4M | $32M | 37% | Sep 2024 |
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| Aprio Wealth Management | 1.1M | $24M | 7% | Sep 2024 |
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| Ancora Advisors | 666k | $15M | -4% | Sep 2024 |
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| Gladstone Institutional Advisory | 457k | $11M | 77% | Sep 2024 |
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| HighTower Advisors | 416k | $8.9M | 11% | Jun 2024 |
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| Private Advisor | 415k | $9.5M | 100% | Sep 2024 |
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| Mid-American Wealth Advisory Group | 410k | $9.4M | 67% | Sep 2024 |
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| Lloyd Advisory Services | 401k | $9.2M | 16% | Sep 2024 |
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| LPL Financial | 390k | $9.0M | 116% | Sep 2024 |
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| Longview Financial Advisors | 390k | $9.0M | -2% | Sep 2024 |
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| Rockefeller Capital Management | 378k | $8.1M | 0% | Jun 2024 |
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| Schroder Investment Management Group | 367k | $7.8M | 0% | Jun 2024 |
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| WJ Interests | 313k | $7.2M | 4% | Sep 2024 |
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| Altfest L J & Co | 233k | $5.4M | -18% | Sep 2024 |
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| Citadel Advisors | 233k | $5.3M | 29% | Sep 2024 |
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| Commonwealth Equity Services | 196k | $4.5M | 2% | Sep 2024 |
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| Cumberland Partners | 184k | $4.2M | 49% | Sep 2024 |
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| Private Client Services | 174k | $4.0M | 100% | Sep 2024 |
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| Simplify Asset Management | 166k | $3.8M | 63% | Sep 2024 |
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| Almanack Investment Partners | 160k | $3.7M | 6% | Sep 2024 |
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| Pekin, Singer Strauss Asset Management | 134k | $3.1M | -21% | Sep 2024 |
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| Belpointe Asset Management | 124k | $2.6M | 4% | Jun 2024 |
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| Hilltop Holdings | 110k | $2.5M | 1% | Sep 2024 |
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| Royal Bank of Canada | 104k | $2.5M | -65% | Sep 2024 |
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| Howard Bailey Securities | 99k | $2.3M | 100% | Sep 2024 |
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| Elevated Capital Advisors | 93k | $2.1M | 112% | Sep 2024 |
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| Great Lakes Retirement | 88k | $2.0M | 8% | Sep 2024 |
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| Principal Securities | 79k | $1.8M | 8% | Sep 2024 |
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| Mariner Wealth Advisors | 75k | $1.7M | 100% | Sep 2024 |
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| Authentikos Wealth Advisory | 60k | $1.4M | 100% | Sep 2024 |
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| Andina Capital Management | 50k | $1.2M | -87% | Sep 2024 |
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| Branch Banking & Trust Company | 35k | $754k | -44% | Jun 2024 |
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| Cambridge Advisors | 34k | $774k | 12% | Sep 2024 |
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| We Are One Seven | 34k | $774k | 100% | Sep 2024 |
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| Cambridge Investment Research Advisors | 34k | $769k | 100% | Sep 2024 |
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| PFG Advisors | 33k | $752k | 100% | Sep 2024 |
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| Jane Street | 33k | $750k | -92% | Sep 2024 |
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| FDx Advisors | 30k | $693k | -26% | Sep 2024 |
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| Cetera Investment Advisers | 30k | $636k | 7% | Jun 2024 |
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| BCJ Capital Management | 27k | $581k | -75% | Jun 2024 |
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| Janney Montgomery Scott | 26k | $602k | 100% | Sep 2024 |
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| B.O.S.S. Retirement Advisors | 23k | $519k | 103% | Sep 2024 |
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| Sage Advisory Services | 22k | $472k | 0% | Sep 2024 |
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| Anchor Investment Management | 20k | $451k | 13% | Sep 2024 |
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| Kestra Private Wealth Services | 19k | $445k | 100% | Sep 2024 |
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| Csenge Advisory Group | 18k | $400k | 35% | Sep 2024 |
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| Straight Path Wealth Management | 18k | $408k | 0% | Sep 2024 |
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| GeoWealth Management | 18k | $404k | 17% | Sep 2024 |
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| Professional Financial Advisors | 17k | $382k | 7% | Sep 2024 |
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| SMART Wealth | 16k | $361k | 100% | Sep 2024 |
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| Carlton, Hoffferkamp & Jenks Wealth Management | 14k | $306k | 2% | Sep 2024 |
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| CWC Advisors | 13k | $306k | 100% | Sep 2024 |
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| Brookstone Capital Management | 12k | $279k | 100% | Sep 2024 |
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| Kingdom Financial Group | 11k | $259k | 13% | Sep 2024 |
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| Goss Wealth Management | 10k | $213k | -66% | Jun 2024 |
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| Oakmont Partners | 9.2k | $211k | -96% | Sep 2024 |
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| Simplex Trading | 6.7k | $154k | -76% | Sep 2024 |
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| National Bank Of Canada /fi/ | 2.5k | $58k | 0% | Sep 2024 |
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| Colonial Trust Co / SC | 2.0k | $46k | 0% | Sep 2024 |
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| Morgan Stanley | 1.7k | $46k | -11% | Jun 2024 |
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| Pineridge Advisors | 1.3k | $29k | -4% | Sep 2024 |
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| Advisor Group Holdings | 1.2k | $27k | 0% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 239.00 | $5.5k | 100% | Sep 2024 |
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| Richard W. Paul & Associates | 159.00 | $3.7k | 1% | Sep 2024 |
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| CWM | 48.00 | $999.998400 | 0% | Sep 2024 |
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| Wells Fargo & Company | 1.00 | $17.000000 | -100% | Sep 2024 |
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